Crescent Hill Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$283,806,838
Clients
183
Advisors
1
of 1 employees
About
Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients and pension/profit-sharing plans, delivering portfolio management for individual accounts as well as written financial plans when requested. The firm offers its Professional Account Manager (PAM) model portfolios, asset allocation, fund selection and ongoing monitoring alongside standalone financial counseling engagements.
The firm creates a written Investment Policy Statement for each client and applies a mix of proprietary analysis, fundamental and technical methods to set model allocations, rebalance portfolios and select securities. Although it may accept discretionary authority, a notable portion of assets are managed on a non-discretionary basis, so many clients retain final approval over trades — a setup that is uncommon among similar firms.
Crescent Hill manages roughly $299 million across about 183 client relationships, resulting in an unusually high AUM-per-advisor profile for its peer group. It also distinguishes itself by offering negotiated, higher-touch financial planning engagements and the option to include alternative investments (such as REITs, private placements and hedge funds) in client portfolios alongside traditional mutual funds, ETFs, equities and fixed income.
Client services
Expertise
Fee options
Financial Counseling fees charged on a fixed fee basis between $5,000 and $50,000
$0 - $100,000: 0.85% annually $100,001 - $200,000: 0.85% annually $200,001 - $300,000: 0.75% annually $300,001+: 0.70% annually
Account minimum: $100,000 for PAM service; $5,000 minimum fee for Financial Counseling (both may be waived) Minimum fee: Financial Counseling minimum fee is $5,000, may be waived Fee-only: PAM fees based on tiered percentage of assets under management; Financial Counseling fees are fixed, ranging from $5,000 to $50,000
Main office
40 Long Alley
Saratoga Springs NY 12866
Advisors at this office
1
Most active in
California · Florida · Georgia · Louisiana · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · Texas
Also doing business as
Crescent Hill Partners LLC · Sage Hill Partners LLC · Sage Hill Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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